Katahdin Group Programs // Strategic Ascent

Strategic Ascent

Strategic Planning & Execution for Mid-Market Companies
A Strategic Ascent planning session

Strategic Ascent is a disciplined strategic planning system to help mid-market CEOs and their leadership teams build a plan they believe in, and execute it with confidence.

It combines a proven planning process, experienced facilitators who are former CEOs and senior operators, and a structured execution cadence, all while building the team's internal capability to think and plan strategically.

Designed by Katahdin Group and refined over 20 years and 200+ engagements, Strategic Ascent is not the strategy. It is the system for creating it. The executive team develops and owns the plan, while Katahdin Group serves as educator, trainer, and facilitator, teaching the discipline of strategic planning and guiding the process to ensure alignment, clarity, and follow-through.

Refined over 20 years and 200+ engagements. Built over 2 decades with our CEO client network. 2-day and 4-day offsite options.
Why Strategic Ascent

What sets our strategic planning program apart?

Here are the top reasons we stand out above the rest...

Proven methodology and toolkit

built over 2 decades in collaboration with our CEO client network

Seasoned former CEO and C-Suite facilitators

with insight and experience to drive fast track outputs

Rigorous pre-work

including interviews conducted with the CEO and C-Suite that are compiled and analyzed by our team, all focused on driving alignment

Highly productive working sessions

that produce clear, actionable, agreed-upon deliverables, every time

Flexible, on-going coaching support

to ensure execution of the plan

Tools to drive accountability and execution

including an agreed upon cadence of strategy meetings, scorecard and clear goals and measures. The process works!

Jason Maxwell
"Katahdin Group did an excellent job of understanding our team. They helped define outcomes upfront and delivered results."
Jason Maxwell
CEO, MP: Wired for HR. Member since 2012.
Methodology

The Strategic Ascent methodology focuses teams to drive results

Our time-tested methodology starts with our Strategic Facilitators soliciting the feedback of the executive team on their view of the SWOT and future goals, while concurrently working with the CEO to develop their vision for the company.

These key pre-work elements set the stage for the offsite strategy planning session where we work with the team to efficiently develop a SWOT and annual strategic goals. The planning process also helps teams come to an agreement on a cadence and an organizational alignment plan for the whole company, focused on reaching the goals.

Additional outputs include action plans, a strategic scorecard and our strategic case process to drive progress throughout the year.

The Proven Process

Strategic Ascent proven planning process

Successful strategic planning and alignment starts long before the offsite. It's our belief that by the time all members of the executive team arrive around the strategy table, much of the hardest work should be complete. Our proven process follows these seven phases:

Clarity of objectives and expectation setting
CEO Direction Deck™ collaboration
Team interviews and pre-work
2-day and 4-day option, adapted to meet client needs and objectives
Customized application of Strategic Leaders Methodology™
Including post offsite participant satisfaction evaluation
Chance to review flexible support options
The Toolkit

A sample of the Strategic Ascent Toolkit

When we facilitate strategic planning with our clients we bring a powerful portfolio of "CEO tested, CEO approved" tools to the table to support the multi-level phases of the process. When the planning is complete, the team walks away with the tools they need to successfully execute on and be held accountable to the final strategy.

The Strategic Ascent Toolkit includes:
Additional offerings

Extended Support Services

Support service option extensions for our Strategic Ascent clients include CEO 1-1 support, 1-on-1 case prep and ongoing strategy meeting facilitation.

Next Level Leadership Workshops

Our "Next Level" workshops are available to current clients who wish to get their next level of leadership more engaged, higher-performing and ready for succession.

member Network

Meet some of our Strategic Ascent members

Dave MacKeen
Dave MacKeen
Eliassen Group
CEO
Member since 2010
Chris Vickers
Chris Vickers
STARC Systems
President & CEO
Member since 2018
James Cabot
James Cabot
SIGI
President & CEO
Member since 2020
Jason Maxwell
Jason Maxwell
MP: Wired for HR
CEO
Member since 2012
Jaime McKinley
Jaime McKinley
W.F. Young
CEO
Member since 2021
Chuck Cohen
Chuck Cohen
Benco Dental
Managing Director
Member since 2018
Chris Barlow
Chris Barlow
Berkheimer Associates
CEO
Member since 2018
Barry Hume
Barry Hume
Matter Surfaces
President & CEO
Member since 2022
our team

Meet our Strategic Ascent facilitators

Our team of experienced Strategic Facilitators have a depth of business experience and are steeped in Katahdin Group's proven methodology and processes. They are trusted partners to the companies they work with, helping leadership teams navigate the challenges of annual planning with greater ease and confidence.

David Cohen
David Cohen
CEO for19 years
Facilitator since2021
Mark Gally
Mark Gally
Senior Executive for15 years
Facilitator since2025
Mark Goldstein
Mark Goldstein
CEO for14 years
Facilitator since2018
Roger Keene
Roger Keene
Senior Executive for27 years
Facilitator since2018
Brian O'Donnell
Brian O'Donnell
Facilitator since2017
Cliff Rotenberg
Cliff Rotenberg
Senior Executive for25 years
Facilitator since2022

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